GWM
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Geneos Wealth Management’s SL Green Realty SLG Stock Holding History

Geneos Wealth Management’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.8K Hold
1,266
– – ﹤0.01% 1458
2025
Q4 		$58.1K Buy
1,266
+18
+1% +$889 ﹤0.01% 1340
2025
Q3 		$74.7K Buy
1,248
+68
+6% +$4.03K ﹤0.01% 1225
2025
Q2 		$73K Sell
1,180
-1,204
-51% -$68.9K ﹤0.01% 1392
2025
Q1 		$138K Buy
2,384
+1,231
+107% +$77.6K ﹤0.01% 1395
2024
Q4 		$78.3K Buy
1,153
+10
+0.9% +$740 ﹤0.01% 1147
2024
Q3 		$79.5K Buy
1,143
+38
+3% +$2.44K ﹤0.01% 1037
2024
Q2 		$62.6K Buy
1,105
+14
+1% +$737 ﹤0.01% 997
2024
Q1 		$60.2K Buy
1,091
+16
+1% +$758 ﹤0.01% 1006
2023
Q4 		$48.6K Buy
1,075
+22
+2% +$811 ﹤0.01% 1069
2023
Q3 		$39.3K Sell
1,053
-8,287
-89% -$298K ﹤0.01% 1147
2023
Q2 		$158K Buy
9,340
+8,509
+1,024% +$205K 0.01% 739
2023
Q1 		$19.5K Buy
+831
New +$28K ﹤0.01% 1353
2022
Q2 		– Sell
-4,213
Closed -$342K – 2772
2022
Q1 		$342K Buy
4,213
+129
+3% +$10.2K 0.01% 635
2021
Q4 		$301K Sell
4,084
-222
-5% -$16.3K 0.01% 732
2021
Q3 		$313K Sell
4,306
-97
-2% -$7.08K 0.01% 694
2021
Q2 		$355K Sell
4,403
-396
-8% -$30.1K 0.01% 645
2021
Q1 		$354K Sell
4,799
-556
-10% -$37.5K 0.01% 731
2020
Q4 		$398K Buy
+5,355
New +$283K 0.02% 603
2019
Q3 		– Sell
-253
Closed -$19K – 2543
2019
Q2 		$19K Hold
253
– – ﹤0.01% 1660
2019
Q1 		$22K Hold
253
– – ﹤0.01% 1535
2018
Q4 		$19K Sell
253
-20
-7% -$1.77K ﹤0.01% 1528
2018
Q3 		$25K Buy
+273
New +$27K ﹤0.01% 1484
2018
Q2 		– Sell
-253
Closed -$23K – 2318
2018
Q1 		$23K Hold
253
– – ﹤0.01% 1338
2017
Q4 		$24K Hold
253
– – ﹤0.01% 1314
2017
Q3 		$24K Hold
253
– – ﹤0.01% 1258
2017
Q2 		$25K Buy
+253
New +$25.8K ﹤0.01% 1192

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneos Wealth Management's SLG Position: Q1 2026 in Review

Geneos Wealth Management held its SL Green Realty (SLG) position steady in Q1 2026 at 1,266 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Geneos Wealth Management first reported a position in SLG in Q2 2017 and has held it in 27 quarters since. The position peaked at $398K in Q4 2020. 327 funds tracked by Wall St. Rank hold SLG as of Q1 2026.

  • Geneos Wealth Management held 1,266 shares of SL Green Realty worth $46.8K as of Q1 2026.
  • Geneos Wealth Management left its SL Green Realty share count unchanged in Q1 2026.
  • SL Green Realty made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1458 holding.
  • Geneos Wealth Management first reported a position in SL Green Realty in Q2 2017 and has held it in 27 quarters since.
  • Geneos Wealth Management's SL Green Realty position peaked at $398K in Q4 2020.
  • 327 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.